Retirement Plan Consultant II - Dallas, TX

We are seeking a Retirement Plan Consultant II to provide objective guidance to plan sponsors and employees. The ideal candidate will have excellent presentation skills and experience in financial planning tools.

Requirements

• Conduct individual and group presentations to improve awareness of plan features and grow plan assets
• Participate in benefit fairs and new employee orientations
• Assist Relationship Manager and/or District Vice President with targeted education campaigns
• Meet with participants and eligible employees to educate employees regarding plan participation

Benefits

• Competitive benefits package with immediate access to medical, dental, vision, life insurance, and 401(k) plan with match
• Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools
• Company-paid E&O, licensing fees, continuing education, and compliance support
• Matching charitable donations
• Volunteer Time Off
• Paid Time Off